High Net Worth Client Relationship Manager

2 days ago


Vadodara, Gujarat, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000
Client Relationship Specialist

We are seeking an experienced Client Relationship Specialist to join our team. In this role, you will be responsible for acquiring and servicing high net worth clients with a book size of Rs.25Lac and above.

The ideal candidate will have excellent communication skills, a deep understanding of the financial markets, and the ability to provide expert advice on investment products such as Mutual Funds, PMS, and AIFs.

Key Responsibilities:

  • Acquire and service high net worth clients with a book size of Rs.25Lac and above.
  • Provide expert advice on investment products such as Mutual Funds, PMS, and AIFs.
  • Develop and maintain strong relationships with clients to increase revenue and grow the business.
  • Stay up-to-date with market trends and developments to provide clients with the best possible investment solutions.

Requirements:

  • Minimum 3 years of experience in client relationship management or a related field.
  • Strong knowledge of the financial markets and investment products.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Benefits:

  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • Flexible working hours and remote work options.

Skills:

  • Client relationship management.
  • Investment products.
  • Financial markets.
  • Communication and interpersonal skills.


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